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Nasdaq
NDAQ

Overview Fund Activity

712 hedge funds and large institutions have $22.3B invested in Nasdaq in 2022 Q4 according to their latest regulatory filings, with 103 funds opening new positions, 272 increasing their positions, 225 reducing their positions, and 55 closing their positions.

Holders
712
Holders Change
+35
Holders Change %
+5.17%
% of All Funds
11.49%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.08%
New
103
Increased
272
Reduced
225
Closed
55
Calls
$115M
Puts
$99.3M
Net Calls
+$16.1M
Net Calls Change
+$28.1M

Top Buyers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.62B
2
BlackRock
2
BlackRock
New York
$1.64B
3
Morgan Stanley
3
Morgan Stanley
New York
$255M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$41.1M
5
AllianceBernstein
5
AllianceBernstein
Tennessee
$65.2M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$2.09B
2
Invesco
2
Invesco
Georgia
$182M
3
BCPEMI
3
Bain Capital Public Equity Management II
Massachusetts
$53.1M
4
Bank of America
4
Bank of America
North Carolina
$192M
5
Goldman Sachs
5
Goldman Sachs
New York
$247M
Name Holding Trade Value Shares
Change 		Shares
Change %
RTL
676
Red Tortoise LLC
Georgia
$5.71K +$5.71K +93 New
VNA
677
Valley National Advisers
Pennsylvania
$5K – – –
FWM
678
Focused Wealth Management
New York
$4.6K – – –
FGAM
679
Financial Gravity Asset Management
Texas
$4.59K -$68.4K -908 -94%
WPWM
680
Western Pacific Wealth Management
Illinois
$4.23K +$4.23K +69 New
TCA
681
Trifecta Capital Advisors
Illinois
$4.05K +$4.05K +66 New
BWM
682
BerganKDV Wealth Management
Minnesota
$3.34K +$61 +1 +2%
HS
683
Horan Securities
United States
$3.25K +$3.25K +53 New
BWM
684
Baystate Wealth Management
Massachusetts
$3K – – –
CWP
685
Concord Wealth Partners
Virginia
$2.95K +$2.95K +48 New
SIC
686
SJS Investment Consulting
Ohio
$2.88K +$1.53K +25 +114%
DI
687
Disciplined Investments
Oklahoma
$2.82K -$61 -1 -2%
BWA
688
BDO Wealth Advisors
Florida
$2.76K – – –
CTB
689
Country Trust Bank
Illinois
$2.58K -$1.47K -24 -36%
BHWM
690
Beaird Harris Wealth Management
Texas
$2.39K +$2.39K +39 New
GWM
691
Geneos Wealth Management
Colorado
$2.21K – – –
NC
692
NewSquare Capital
Pennsylvania
$2.21K +$1.1K +18 +100%
TFGT
693
TS Financial Group (TSFG)
Illinois
$2K – – –
CCMI
694
Creative Capital Management Investments
California
$2K +$2K +27 New
LCM
695
Logan Capital Management
Pennsylvania
$1.88K – – –
AWM
696
Abound Wealth Management
Tennessee
$1.84K – – –
CTA
697
Colonial Trust Advisors
South Carolina
$1.84K +$1.84K +30 New
ETC
698
Exchange Traded Concepts
Oklahoma
$1.66K -$2.96M -48,251 -100%
RDFA
699
Ritter Daniher Financial Advisory
Ohio
$1.66K +$1.66K +27 New
RFS
700
Retirement Financial Solutions
Tennessee
$1.47K +$1.47K +24 New
26 27
28
29 30